Blog - Simple List
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Private Company Stock Option Repricing: A Legal GuideJan 8, 2026
Legal considerations for private company stock option repricings, including consent, tender offers, ISOs, Rule 701, and cross-border issues. -
Section 16: The Basics of Forms 3, 4, and 5Jan 7, 2026
A practical guide to Section 16 filings, including Forms 3, 4, and 5, designed for new stock plan administrators and legal professionals. -
Managing Exercise Timing Risk in Private Company Stock PlansJan 2, 2026
How private companies can manage stock option exercise timing to reduce tax risk, protect cap tables, and maintain compliance. -
Stock Ownership Guidelines for Executives: Key TrendsDec 31, 2025
Key trends in executive stock ownership guidelines, including ownership multiples, equity awards, and how companies manage volatility. -
A Case Study in Fixing Broken Long-Term Equity IncentivesDec 26, 2025
How True Talent Advisory redesigned equity compensation to restore clarity, alignment, and ownership as the company scaled globally. -
2026 Equity Plan Trends: What Companies Are ChangingDec 24, 2025
Learn how companies are updating equity plans in 2026, including trends in equity pools, burn rates, budgets, and performance awards. -
Equity Compensation for Companies That Never Go PublicDec 18, 2025
Equity plan strategies for private companies that never plan to go public, focusing on liquidity, governance, and long-term incentives. -
Essential Private Company Equity Comp Topics for 2025Dec 11, 2025
Top private company equity compensation topics for 2025, including cap tables, grant sizing, accounting, early exercises, and 83(b) updates. -
Fair Value Guide for Private Company Equity AwardsDec 4, 2025
Learn the three-step process for valuing private company equity compensation under ASC 718 and IFRS 2. -
Tips and Updates for Forms 3921 and 3922Dec 3, 2025
Electronic filing of Forms 3921 and 3922 now required for more than 10 returns and other key things to know about these filings. -
Private Company Option Exchanges Guide: Overview & CostsNov 28, 2025
Private company guide to option exchanges, covering costs, benefits, ASC 718 impacts, and key considerations for equity compensation strategy. -
Establishing Critical Controls for Equity PlansNov 26, 2025
Don't let your internal controls fail you. Here are four areas in which it is critical to establish controls for your equity plan and 12 audit processes to implement. -
Australian ESS Tax Rules for Stock-Based CompensationNov 20, 2025
Understand Australia’s ESS tax rules, deferral options, and employer obligations to optimize equity compensation and ensure compliance. -
Mastering ESPP Refunds: Compliance, Communication, and ControlsNov 19, 2025
Learn how to manage ESPP refunds to improve compliance, reduce audit risk, and build employee confidence. -
Explaining Equity in Offer Letters ClearlyNov 13, 2025
Clear guidance for explaining equity in offer letters—balance transparency, compliance, and candidate understanding. -
IRS Modernizes 3921 and 3922 Filings with IRISNov 12, 2025
Learn how the IRS shift from FIRE to IRIS impacts Form 3921 and 3922 filings and what equity compensation teams must do before 2027. -
Six Knowledge Paths for Private Company SPAsNov 6, 2025
Explore six evolving knowledge paths for private company stock plan administrators, from cap table champion to equity oracle. -
Year-End Mobility Compliance Checklist for Equity AwardsNov 5, 2025
Year-end mobility compliance tips for equity. Learn how HR, payroll, and tax can align to minimize employee questions, W-2Cs and tax reporting risks. -
IPO Outlook: Fed Policy and Market ReadinessOct 30, 2025
Fed rate cuts may boost IPO activity. Explore IPO, DPO, and SPAC options and key equity plan steps for pre-IPO companies. -
Trends in Equity Plan Administration: 6 Key InsightsOct 29, 2025
Does stock plan admin have a home? Find out along with more new trends in plan management, from staffing and remote work to outsourcing and AI use.